SPS COMMERCE INC SPSC

Latest FY: 2025 Technology Software - Application
Market Price $79.41
Market Cap $2.91B
P/E Ratio 32.28
Quick Peer Compare (Technology):
Revenue (FY 2025) ↑17.8% YoY
$751.50M
3-Yr CAGR: 18.6%
Net Income ↑21.1% YoY
$93.34M
Net Margin: 12.4%
Free Cash Flow ↑10.9% YoY
$152.27M
FCF Yield: 5.22%
EPS (Diluted) ↑20.6% YoY
$2.46
Basic: $2.46
Return on Equity Efficiency
9.6%
ROA: 27.8%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (SPSC)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $193.3M $128.9M $5.7M $0.33 $18.8M $10.8M
FY 2017 $220.6M +14.1% $146.9M $-2.4M -142.7% $-0.14 -142.4% $31.1M $23.8M +121.1%
FY 2018 $248.2M +12.5% $166.5M $23.9M +1,078.4% $1.36 +1,071.4% $55.0M $41.3M +73.5%
FY 2019 $279.1M +12.4% $186.9M $33.7M +41.2% $0.94 -30.9% $71.8M $58.2M +41.1%
FY 2020 $312.6M +12.0% $212.8M $45.6M +35.2% $1.26 +34.0% $88.6M $72.1M +23.9%
FY 2021 $385.3M +23.2% $253.6M $44.6M -2.2% $1.21 -4.0% $112.9M $93.3M +29.4%
FY 2022 $450.9M +17.0% $297.8M $55.1M +23.6% $1.49 +23.1% $100.1M $80.2M -14.1%
FY 2023 $536.9M +19.1% $354.8M $65.8M +19.4% $1.76 +18.1% $132.3M $112.5M +40.4%
FY 2024 $637.8M +18.8% $427.1M $77.1M +17.1% $2.04 +15.9% $157.4M $137.4M +22.1%
FY 2025 $751.5M +17.8% $519.9M $93.3M +21.1% $2.46 +20.6% $178.8M $152.3M +10.9%
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Valuation

Market Price $79.41
Market Cap $2.91B
Enterprise Value N/A
P/E Ratio 32.28
P/B Ratio 2.99
FCF Yield 5.22%
Dividend Yield N/A
Shares Outstanding 36,712,700
%

Profitability & Margins

Gross Margin 69.18%
Operating Margin 15.74%
Net Margin 12.42%
Return on Equity (ROE) 9.58%
Return on Assets (ROA) 27.84%
Asset Turnover 2.24x
Revenue 3-Yr CAGR 18.57%
🛡️

Financial Health & Liquidity

Current Ratio 25.65
Cash Ratio 11.58
Debt / Equity N/A
Debt / Assets N/A
Cash & Equivalents $151.35M
Total Debt N/A
Book Value / Share $26.53
💧

Cash Flow Efficiency

Operating Cash Flow $178.79M
Capital Expenditures (CapEx) $26.52M
Free Cash Flow $152.27M
OCF / Revenue 23.79%
FCF / Revenue 20.26%
FCF 3-Yr CAGR 23.84%
🏷️

Per Share Metrics

EPS (Diluted) $2.46
EPS (Basic) $2.46
Dividends / Share N/A
Book Value / Share $26.53
EPS YoY Growth 20.59%
🏛️

Balance Sheet (FY 2025)

Total Assets $335.30M
Total Liabilities $13.07M
Stockholders' Equity $973.89M
Current Assets $335.30M
Current Liabilities $13.07M